6._Weighted-Guidelines-Sample.xls

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Amendment 10
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W91RUS-18-R-DA04
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6. Weighted-Guidelines-Sample

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Overview Instructions

Weighted Guidelines (DD-1547)
This is a short write-up on completing a DD-1547, Weighted Guidelines. The top half of
the DD-1547, line 13 (material) through line 20 (total cost) is self-explanatory. Data enter
the information on lines 13 through 17 and line 19. Do not data enter information on lines
18 and 20 as formulas are located in these lines.
To complete a DD-1547 (Weighted Guidelines) you need to utilize the DFARS PART
215.404-71. DFARS Part 215.404-71-1 provides general guidance on the weighted
guidelines method, which focuses on four profit factors: a) performance risk, b) contract
type risk, c) facilities capital employed, and d) cost efficiency. You have to go through
each part of the DFARS that addresses each of the four items to complete the DD-1547.
a. DFARS 215.404-71-2 Performance risk. You utilize this section of the DFARS to
complete lines 21, 22, and 23 of the DD-1547. This factor addresses the contractor's
degree of risk in fulfilling the contract requirements. The performance risk (line 23) is a
composite of two parts, technical risk (line 21) and management/cost control (line 22).
Technical risk concerns the technical uncertainties of performance while
management/cost control is concerned with the degree of management effort necessary to
ensure contract compliance and cost control. DFARS 215.404-71-2(b) provides a table
(from the DD-1547) of how the composite performance risk is determined, and the
corresponding profit objective, with explanations just below the table. You need to
determine a value from the table in DFARS Part 215.404-71-2(c). The values apply to a
standard contract or a technology incentive contract. The technology incentive applies only toOverview
the technical factor and not the management\cost control factor. Most contracts will utilize values
for a standard contract. There is a designated range for the standard contract that is between
3% to 7%, with a mid-value at 5%. Therefore, 5% is the normal value. The lower the
technical and management/cost control risk, the lower the percentage figure. The higher
the technical and management/cost control risk, the higher the percentage figure to use.
Notice that G&A expense is included in the base (total costs) to determine the profit
objective. Also notice that line 23, the value for Performance Risk is a composite of
technical and management/cost control factors. The value for Performance Risk is
multiplied against the total costs to determine a profit objective for Performance Risk.
b. DFARS 215.404-71-3 Contract type risk and working capital employed. You
utilize this section of the DFARS to complete lines line 23 and 24 of the DD-1547. The
contract type risk factor focuses on the degree of cost risk accepted by the contractor
under different contract types. The working capital adjustment is an adjustment added to
the profit objective for contract type risk. The working capital adjustment only applies to
fixed price contracts with progress payments.
Again, DFARS Part 215-404-71-3(b) provides a table (from the DD-1547) of how the
profit objective calculation is made, with explanations just below the table. DFARS Part
215-404-71-3(c) is a table of values to be used based on contract type. Notice that at the
top of the table, firm fixed price, the normal value is 5 and the values decrease as you
move down the table. Why? Because as the contract types are changing, the risk is
shifting from the contractor to the government. As the risk to the contractor decreases, the
profit objective decreases. Therefore, find the corresponding normal value for this type of
contract and utilize it in the DD-1547. DFARS Part 215-404-71-3(d) provides evaluation
criteria.
Again, notice that the value for the Contract Risk is multiplied against total costs to
determine the profit objective for Contract Risk.
For those fixed price contracts that have progress payments (not performance based payments)
utilize the table in DFARS 215.404-71-3 to determine contract length factor. Notice that as the
contract period increases (in months) the contract length factor increases. Why? Because in a firm fixed
contract the risk shifts to the contractor. As the length of contract increases, so does the contractors
risk increases and a concern on the contractor’s cash flow. The interest rate used is the
treasury rate. Again, the cost financed is multiplied by the contract length factor muliplied by
the treasury rate to determine the profit objective for working capital adjustment.
c. DFARS 215-404-71-4 Facilities capital employed. You utilized this section of the
DFARS to complete lines 26, 27, and 28 of the DD-1547. The facilities capital employed
focuses on encouraging and rewarding contractors for capital investments and facilities
that benefit DOD. On lines 26, 27, and 28, under the heading "Enter Amount Employed"
you would need to data enter the data from the DD-1861. DFARS 215.404-71-4(e) shows
lines 26, 27, and 28 of the DD-1547 and how the profit objective is determined.
Notice that there are no assignable values for land and buildings. DFARS 215-404-71-4(f)
is a table that reflects the values for equipment. The table reflects land, buildings, and equipment,
however zero (0) percent is reflected for land and buildings. There is a designated range
of between 10% to 25%, with a mid-value of 17.5%. Therefore, 17.5% is the normal value.
DFARS 215.404-71-4(g) provides the evaluation criteria for determining the value that
should be used.
Again, notice that the assigned value for equipment is multiplied by amount for equipment
derived by the DD-1861 (facilities cost of money) to determine the profit objective.
d. DFARS 215.404-71-5 Cost efficiency factor. You utilized this section to complete
line 29 of the DD-1547. The cost efficiency factor provides an incentive for contractors
to reduce costs. However, if this is a firm fix price contract, the risk is on the contractor
not the government. If the contractor reduces their costs, their profit goes up and it does
not reduce the contract price. Therefore, there is no reason to complete this section of the
DD-1547 for a fixed price contract. Due to the number of factors involved in determining
a cost efficiency, the percentage figure is left to the judgment of the contracting officer,
not to exceed four (4) percent of the total cost objective.
Notice that G&A is included in determining the profit\fee objective but facilities capital
cost of money (FCCM) is not included in determining the profit\fee objective.
e. On line 32 of the DD-1547 the FCCM amount from the DD-1861 needs to be data
entered.
POC:Joseph L. ILK
Defense Acquisition University
Professor of Contract Management
(703) 805-4473
E-mail: joseph.ilk@dau.mil

Form Instructions

1.Enter proposal values in green fields.
2.Blue fields contain formulas. Do not overwrite.
3.Gold fields are populated by control boxes. Don't overwrite.
4.Red flags indicate comments. Roll mouse over cell to read explanatory information.
5.Enter amounts and choose values for factors on tab labeled "DD1547".
6."DD1547 (print)" tab omits shading and control boxes. It can be used in a cost volume.
7.To clear data, press clear.NOTE: This only clears the numerical
proposal data in the green fields, it does not reset the scroll boxes or spinners.

Roll mouse over field to read comments.

CLEAR

Sample

RECORD OF WEIGHTED GUIDELINES APPLICATIONREPORT CONTROL SYMBOL
DD-AT&L(Q)1751
1. REPORT NO.2. BASIC PROCUREMENT INSTRUMENT IDENTIFICATION NO.3. SPIIN4. DATE OF ACTION
a. PURCHASING OFFICEb. FYc. TYPE PROC INST CODEd. PRISNa. YEARb. MONTH
5. CONTRACTING OFFICE CODE: W91RUSITEMCOST CATEGORYOBJECTIVE
6. NAME OF CONTRACTOR13.MATERIAL$ 69,183Enter proposal values in green fields.
14.SUBCONTRACTS$ 75,448
8. FEDERAL SUPPLY CODE15.DIRECT LABOR$ 1,565,561
16.INDIRECT EXPENSES$ 1,683,950
9. DOD CLAIMANT PROGRAM10. CONTRACT TYPE CODE17.OTHER DIRECT CHARGES$ 123,118
U18.SUBTOTAL COSTS (13 thru 17)$ 3,517,260Gold fields are populated by control boxes. Don't overwrite.
11. TYPE EFFORT12. USE CODE
219.GENERAL AND ADMINISTRATIVE$ 860,243
30220.TOTAL COSTS (18 + 19)$ 4,377,503Blue fields contain formulas. Do not overwrite.
WEIGHTED GUIDELINES PROFIT FACTORS
ITEMCONTRACTOR RISK FACTORSASSIGNED WEIGHTINGASSIGNED VALUEBASE (Item 20)PROFIT OBJECTIVE
21.TECHNICAL90%7
22.MANAGEMENT/COST CONTROL10%5
23.PERFORMANCE RISK (COMPOSITE)6.80%$ 4,377,503$ 297,670
24.CONTRACT TYPE RISK0.5%$ 4,377,503$ 21,888
25.PROGRESS PAYMENT RATE:100%COSTS FINANCEDLENGTH FACTORINTEREST RATE
WORKING CAPITAL$ - 00.44.250%$ - 0
CONTRACTOR FACILITIES CAPITAL FINANCEDASSIGNED VALUEAMOUNT EMPLOYED
26.LAND$ 10,585
27.BUILDINGS$ 828,298
28.EQUIPMENT17.5%$ 673,258$ 117,820
29.COST EFFICIENCY FACTORASSIGNED VALUE0
0%$ 4,377,503$ - 0
30.TOTAL PROFIT OBJECTIVE$ 437,378
NEGOTIATED SUMMARY
PROPOSEDOBJECTIVENEGOTIATED
31.TOTAL COSTS$ 4,377,503$ 4,377,503$ - 0
32.FACILITIES CAPITAL COST OF MONEY (DD Form 1861)$ 64,266$ 64,266$ - 0
33.PROFIT$ 493,723$ 437,378$ - 0
34.TOTAL PRICE (Line 31 + 32 + 33)$ 4,935,492$ 4,879,147$ - 0
35.MARKUP RATE (Line 32 + 33 divided by 31)12.747%11.460%0.000%
CONTRACTING OFFICER APPROVAL
36.TYPED/PRINTED NAME OF CONTRACT-ING OFFICER (Last, First, Middle Initial)37.SIGNATURE OF CONTRACTING OFFICER38.TELEPHONE NO.39.DATE SUBMITTED

(YYYYMMDD)

2018-07-24
OPTIONAL USE
96.97.98.99.
DD FORM 1547, JUL 2002PREVIOUS EDITION IS OBSOLETE.

&C&c&cp &C&c&c$ Contracting Office use only.

Identifying contract number - Block B1A of the DD 350 Block B2 of the DD 350 Contracting Office use only.

All PEPS inputs with transaction code "P", including Freight In and Training All PEPS inputs with transaction code "S" - both external and internal (IWTAs) Block B5A of the DD 350 See Section 2 - Miscellaneous Fact Sheet at https://www.mds.lmco.com/contracts/ for this number and others Block B12A of the DD 350 Overhead, MXH Block B12B of the DD 350 All PEPS inputs with transaction code "O" (incl. Purchased Labor) plus AWC, Security, Graphic Arts, T&L, TDY, Night Shift Bonus, Overtime Premium, Temporary/Extended Duty Premiums, Subcontractor Facilities and IT Cost and Unburdened Cost Total Cost excludes Facilities Capital Cost of Money The standard designated range is 3 to 7, with a "normal" value of 5. See DFAR 215.404-71-2.

For the technical factor only, the technology incentive range of 7 to 11 with a "normal" value of 9 may be used. See DFAR 215.404-71-2 (c) (2).

Firm-fixed-price, no financing......................................4.0 to 6.0 Firm-fixed-price, with performance-based payments...........2.5 to 5.5 Firm-fixed-price, with progress payments........................2.0 to 4.0 Fixed-price-incentive, no financing................................2.0 to 4.0 Fixed-price-incentive, with performance-based payments.....0.5 to 3.5 Fixed-price with redetermination provision Fixed-price-incentive, with progress payments....................0 to 2.0 Cost-plus-incentive-fee............................................... 0 to 2.0 Cost-plus-fixed-fee............ ........................................0 to 1.0 Time-and-materials.....................................................0 to 1.0 Labor-hour..............................................................0 to 1.0 Firm-fixed-price-level-of-effort.......................................0 to 1.0

See DFAR 215.404-71-3 Adjust as necessary.

Period to perform substantive portion of contract - in months. See DFARS 215.404-71-3(f).

Note that value must be highlighted on scroll bar for correct factor to appear.

Established by Sec'y of Treasury. Changes twice a year. Get from Finance.

Only complete this block for fixed-price contracts with progress payments.

Cannot exceed 4% of total cost through G&A No profit is given for facilities capital employed when the alternate deisgnated range is used for performance risk.

Contracting Office use only.

Enter proposed profit to compare to calculated profit in J34.

The sum of assigned values for Technical and Management/Cost Control risk must equal 100%.

The designated range is 10 to 25 (percent) with a "normal" value of 17.5 (percent). See DFAR 215.404-71-4.

The standard designated range is 3 to 7, with a "normal" value of 5. See DFAR 215.404-71-2.

Use the amounts from the DD1861 report.

Use the amounts from the DD1861 report.

Use the amounts from the DD1861 report.

Use the amounts from the DD1861 report.

Use the amounts from the DD1861 report.

Printable Form

RECORD OF WEIGHTED GUIDELINES APPLICATIONREPORT CONTROL SYMBOL
DD-AT&L(Q)1751
1. REPORT NO.2. BASIC PROCUREMENT INSTRUMENT IDENTIFICATION NO.3. SPIIN4. DATE OF ACTION
a. PURCHASING OFFICEb. FYc. TYPE PROC INST CODEd. PRISNa. YEARb. MONTH
5. CONTRACTING OFFICE CODEITEMCOST CATEGORYOBJECTIVE
13.MATERIAL$ 69,183
14.SUBCONTRACTS$ 75,448
8. FEDERAL SUPPLY CODE15.DIRECT LABOR$ 1,565,561
16.INDIRECT EXPENSES$ 1,683,950
9. DOD CLAIMANT PROGRAM10. CONTRACT TYPE CODE17.OTHER DIRECT CHARGES$ 123,118
U18.SUBTOTAL COSTS (13 thru 17)$ 3,517,260
11. TYPE EFFORT312. USE CODE19.GENERAL AND ADMINISTRATIVE$ 860,243
220.TOTAL COSTS (18 + 19)$ 4,377,503
WEIGHTED GUIDELINES PROFIT FACTORS
ITEMCONTRACTOR RISK FACTORSASSIGNED WEIGHTINGASSIGNED VALUEBASE (Item 20)PROFIT OBJECTIVE
21.TECHNICAL90%7
22.MANAGEMENT/COST CONTROL10%5
23.PERFORMANCE RISK (COMPOSITE)6.8%$ 4,377,503$ 297,670
24.CONTRACT TYPE RISK0.5%$ 4,377,503$ 21,888
25.WORKING CAPITALCOSTS FINANCEDLENGTH FACTORINTEREST RATE
$ - 00.44.250%$ - 0
CONTRACTOR FACILITIES CAPITAL FINANCEDASSIGNED VALUEAMOUNT EMPLOYED
26.LAND$ 10,585$ - 0
27.BUILDINGS$ 828,298
28.EQUIPMENT0.175$ 673,258$ - 0$ 117,820
29.COST EFFICIENCY FACTORASSIGNED VALUEBASE (Item 20)
0.0%$ 4,377,503$ - 0
30.TOTAL PROFIT OBJECTIVE$ 437,378
NEGOTIATED SUMMARY
PROPOSEDOBJECTIVENEGOTIATED
31.TOTAL COSTS$ 4,377,503$ 4,377,503$ - 0
32.FACILITIES CAPITAL COST OF MONEY (DD Form 1861)$ 64,266$ 64,266$ - 0
33.PROFIT$ 493,723$ 437,378$ - 0
34.TOTAL PRICE (Line 31 + 32 + 33)$ 4,935,492$ 4,879,147$ - 0
35.MARKUP RATE (Line 32 + 33 divided by 31)12.747%11.460%0.000%
CONTRACTING OFFICER APPROVAL
36.TYPED/PRINTED NAME OF CONTRACT-ING OFFICER (Last, First, Middle Initial)37.SIGNATURE OF CONTRACTING OFFICER38. TELEPHONE NO.39.DATE SUBMITTED

(YYYYMMDD)

2018-07-24
OPTIONAL USE
96.97.98.99.
DD FORM 1547, JUL 2002PREVIOUS EDITION IS OBSOLETE.

InputValues

10 Contract Type Code11 Type Effort24 Contract Type Risk
215.404-71-325 Working Capital Adjustment
215.404-71-329. Contractor Facilities Capital Financed

215.404-71-4

Contract TypeCodeType of WorkCodeContract Type Designated
RangeContract Length in MonthsLength FactorContractor Facilities Capital Finance Designated Range
FPRAManufacturing1N/A0
FPILR&D20.0%< 210.4010.0%
FFPJService30.5%22 - 270.6510.5%
FP (E)K1.0%28 - 330.9011.0%
CPFFU31.5%34 - 391.1511.5%
CPIFZ2.0%40 - 451.4012.0%
2.5%46 - 511.6512.5%
3.0%52 - 571.9013.0%
53.5%58 - 632.1513.5%
4.0%64 - 692.4014.0%
4.5%70 - 752.6514.5%
5.0%> 762.9015.0%
21 - 2229 Cost Efficiency Factor5.5%15.5%
Performance Risk Factors216.0%
216.5%
1%0%17.0%
2%1%17.5%
3%2%18.0%
4%3%18.5%
5%4%19.0%
6%19.5%
7%120.0%
8%20.5%
9%21.0%
10%21.5%
11%22.0%
12%22.5%
13%23.0%
14%23.5%
15%24.0%
16%24.5%
17%25.0%
18%
19%16
20%
21%
22%
23%
24%
25%
26%
27%
28%
29%
30%
31%
32%
33%
34%
35%
36%
37%
38%
39%
40%
41%
42%
43%
44%
45%
46%
47%
48%
49%
50%
51%
52%
53%
54%
55%
56%
57%
58%
59%
60%
61%
62%
63%
64%
65%
66%
67%
68%
69%
70%
71%
72%
73%
74%
75%
76%
77%
78%
79%
80%
81%
82%
83%
84%
85%
86%
87%
88%
89%
90%
91%
92%
93%
94%
95%
96%
97%
98%
99%
100%
90

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